Inferra AI / Company / GLPI
Gaming & Leisure Properties, Inc.
GLPI · Real Estate
Last earnings Oct 30, 2026
Key results
Total revenuequarter
9.5%
Total revenue rose 9.5% to $435.4 million, AFFO grew 10.5% to $311.7 million and Adjusted EBITDA increased 13.0% to $413.9 million, while AFFO per share rose 7.2% to $1.04.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Adjusted revenuequarter
$75 million
(2) The default adjusted revenue to rent coverage declines to 1.25 if the tenant's adjusted revenues total $75 million or more.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
AI analysis
Q3 2026 · reported Oct 30, 2026
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Total revenue | 9.5% | $75 million | — |
| Adjusted revenue | $75 million | $75 million | — |
Guidance · company-stated
No guidance located in the held release
Capital allocation
Despite this consistent execution, we believe GLPI s share price remains significantly dislocated from its fundamentals, resulting in an attractive yield of over 8.5% based on the current quarterly cash dividend.
Event summary
GAMING AND LEISURE PROPERTIES REPORTS RECORD THIRD QUARTER RESULTS WYOMISSING, PA October 29, 2026 Gaming and Leisure
Based on: Earnings release + Q3 2026 deck + parent 8-K — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
Despite this consistent execution, we believe GLPI s share price remains significantly dislocated from its fundamentals, resulting in an attractive yield of over 8.5% based on the current quarterly cash dividend.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Dividends On September 1, 2026, the Company announced that its Board of Directors declared a third quarter dividend of $0.82 per share on the Company's common stock that was paid on September 25, 2026 to shareholders of record on September 11, 2026.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Declared and paid a dividend of $0.82 per share, which represents an annualized dividend yield of 8.6%, based on our quarter-end stock price of $37.97.
SEC original ↗Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026
(2) Adjusted Funds From Operations ( AFFO ) is FFO, excluding, as applicable to the particular period, stock-based compensation expense the amortization of debt issuance costs, bond premiums and original issuance discounts other depreciation amortization of land rights accretion on investment in leases non-cash adjustments to financing lease liabilities straight-line rent and deferred rent adjustments losses on debt extinguishment and other financing costs severance charges capitalized interest and provision (benefit) for credit losses, net, reduced by capital maintenance expenditures.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
(3) Adjusted EBITDA is net income, excluding, as applicable to the particular period, interest, net income tax expense real estate depreciation other depreciation (gains) or losses from dispositions of property stock-based compensation expense straight-line rent and deferred rent adjustments amortization of land rights accretion on investment in leases non-cash adjustments to financing lease liabilities losses on debt extinguishment and other financing costs severance charges and provision (benefit) for credit losses, net.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
On March 4, 2026, the Company issued $800 million of senior notes due on March 1, 2036.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Strategy & priorities
These results demonstrate the strength of our model which prioritizes long-term triple-net leases with built-in escalators, strong lease coverage, and the ability to structure and underwrite complex transactions and creative funding solutions for quality tenants.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Master Lease Strategic Gaming Leases (1) Cordish Strategic Properties Live!
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Forward-looking statements can be identified by the use of forward-looking terminology such as expects, believes, estimates, intends, may, will, should or anticipates or the negative or other variation of these or similar words, or by discussions of future events, strategies or risks and uncertainties.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Investor Relations Carlo Santarelli, SVP Corporate Strategy Investor Relations Joseph Jaffoni at JCIR 610 378-8232 212 835-8500 investorinquiries glpropinc.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Master Lease March 2027 Tioga Downs Lease March 2027 Boyd Master Lease May 2027 Amended Pinnacle Master Lease May 2027 Belterra Park Lease May 2027 Strategic Gaming Lease June 2027 Bally's Master Lease June 2027 Bally's Chicago Lease August 2027 Rockford Lease September 2027 5 R 41 G 41 B 41 R 255 G 255 B 255 R 207 G 182 B 103 R 163 G 131 B 56 R 31 G 73 B 125 R 144 G 124 B 75 R 79 G 129 B 189 R 235 G 235 B 237 R 128 G 100 B 162 R 199 G 198 B 215 GLPI 2026 Guidance The guidance does not include the impact on operating results from any possible future acquisitions or dispositions, future capital markets activity, or other future non-recurring transactions that have yet to be announced.
SEC original ↗Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026
Risks & headwinds
The guidance assumes there will be no material changes in applicable legislation, regulatory environment, world events, including weather, recent consumer trends, economic conditions, oil prices, competitive landscape or other circumstances beyond our control that may adversely affect the Company's results of operations.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Forward-looking statements can be identified by the use of forward-looking terminology such as expects, believes, estimates, intends, may, will, should or anticipates or the negative or other variation of these or similar words, or by discussions of future events, strategies or risks and uncertainties.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release may not occur as presented or at all.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Such forward-looking statements are inherently subject to risks, uncertainties and assumptions, including the following: our partners' ability to successfully complete construction of various casino projects currently under development for which we have agreed to provide construction development funding, including Bally s Chicago, and the ability and willingness of our partners to obtain timely the requisite regulatory approvals and meet and/or perform their respective obligations under the applicable construction financing and/or development documents; the impact that United States ("U.
SEC original ↗Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026
Given these uncertainties, you should not place undue reliance on these forward-looking statements.
SEC original ↗Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2026
What changed vs prior quarter
Adjusted revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Gaming & Leisure Properties, Inc. — Earnings release (8-K exhibit)EX-99Oct 30, 2026
Earnings deck slides
0 decks with slide viewGaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Gaming & Leisure Properties, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KGLPI
- 10-QGLPI
- Q2 2026
- 8-KGLPI
- 10-QGLPI
- Q1 2026
- 8-KGLPI
- 8-KGLPI
- 10-QGLPI
- Q4 2025
- 8-KGLPI
- 8-KGLPI
- 8-KGLPI
- 8-KGLPI
- 10-KGLPI
- Q3 2025
- 8-KGLPI
- 8-KGLPI
- 10-QGLPI
- Q2 2025
- 8-KGLPI
- 8-KGLPI
- 8-KGLPI
- 10-QGLPI
- 8-KGLPI
- Q1 2025
- 8-KGLPI
- 8-KGLPI
- 8-KGLPI
- 10-QGLPI
- Q4 2024
- 8-KGLPI
- 8-KGLPI
- 10-KGLPI
- 8-KGLPI
- Q3 2024
- 8-KGLPI
- 8-KGLPI
- 10-QGLPI
- Q2 2024
- 8-KGLPI
Earnings releases
7 documentsPresentations
7 documents
Transcripts
0 documentsNo transcripts for Gaming & Leisure Properties, Inc. are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Gaming & Leisure Properties, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“y, as well as for working capital and general corporate purposes. • On February 11, 2026, GLPI exercised… …(4) $ 1.03 $ 0.79 AFFO, per diluted common share and OP/LTIP units (4) $ 1.03 $ 0.96 Annualized dividend per share $ 3.28 $ 3.12 Dividend”
“5 R 144 G 124 B 75 R 79 G 129 B 189 R 235 G 235 B 237 R 128 G 100 B 162 R 199 G 198 B 215 GLPI 2026 Guidance • The guidance does not include the impact on operating results from any possible future acquisitions…”
Citizens Financial Group (CFG)
“itments by seeking alternative… …PENN) ("PENN"). On November 1, 2013, PENN contributed to GLPI, through a series of internal corporate restructurings, substantially all of the assets and liabilities associated with PENN’s real property interests and…”
See also the earnings calendar for every tracked company’s next earnings date.